new plan trading company - investing in today's stock market

7/30/2019 New Plan Trading Company - Investing in Today's Stock Market

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New Plan Trading Company

Informational Presentation


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What New Plan Trading does:

We make money, plain and simple. We

make profits for our investors and

ourselves by actively trading a very smallgroup of stocks and Exchange Traded

Funds (ETFs). We trade both long and

short, which means our Team profitswhether the Market moves up or down.


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We utilize price action, moving averages,

Japanese candlestick charting, oscillators,MACD, volume, and other technical

analysis tools to guide our decisions on

market timing.

Our trading frequency varies depending on

the technical indicators and price action.

We typically utilize swing trades lasting

from one to several days in duration.


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We concentrate most of our trading on twoETFs: the Direxion Small Cap Triple BullShares (TNA), and the Direxion Small CapTriple Bear Shares (TZA). These ETFs arecorrelated to the IShares Small Cap

Russell 2000 Index fund (IWM) such thatwhen IWM goes up 1%, TNA goes up 3%,and TZA goes down 3%.

We actively manage potential losses andlock-in potential profits by utilizing pricestops for automatic exits when necessary.


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TNA and TZA are NOT long term

investment vehicles, and should only betraded by active traders on a relative short

term basis. Properly managed, however,

they yield excellent returns.


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Why do Investors team with us?

We only make money if you make money!

Chances are, your current Broker orInvestment Advisor gets paid regardless of

whether your account actually makes money,

because they get paid as a percentage of

assets under management (AUM). The moreAUM, the more money they make, regardless

of how your account performs.


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It is ludicrous to give your money to a broker who

reviews your account every couple of months and getspaid regardless of whether your account goes up ordown! When you buy a stock from your broker, are youbuying on the open market, or are you buying sharesthat the brokers firm previously purchased (at a much

lower price), and then pushes onto clients at a higherprice (leaving a nice profit for the broker)? Most peopledont even realize this practice occurs! Think of the lastmajor market swing down, when you called your brokerand asked their opinion on what to do..they probably

told you not to worry, the market will come back, and infact, you should be buying more at these fallingpricessound familiar?


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The old Buy and Hold strategy of the

past does not work in the highly

technological, highly fluctuating market ofthe new millennium. An actively traded

investment program, managed to take

advantage of market swings both up anddown, can yield substantially more. We

trade exactly what the Market gives us,

and we aggressively manage price action

stops to minimize potential losses and lock

in profits.


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If you do not make money, we do not make

money! We have a vested interest in your

success. We understand that we need investors,and we need to properly execute a well planned

trading program to exist as a company. We

value and appreciate our investors!

Most investment companies strive to match the

S&P 500 index in performance. NPTC pays our

investors the S&P 500 performance plus 6%,and only then does NPTC make money. Our

investors come first!


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How do the details work?

The amount you invest comes in as a loan to New PlanTrading Company, and you are issued a promissory notewhich details the terms of the loan (S&P 500performance plus 6%, 6% minimum, paid annually uponanniversary). New Plan then utilizes that loaned money

as trading capital for daily trading decisions.

As an investor, you do not have to worry about the dayto day trading decisions of the Company, nor worryabout how to classify yourself as a trader or how to treat

any returns from equity investing. You will be issued anIRS 1099 form at the end of each year, detailing theamount of interest income you received for the year. Theamount of interest income generated from your loan istreated as ordinary income for tax purposes.


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You have a choice of three basic options for your

financial investing future:

1. Give your money to a broker who doesnt care whether you makeprofits or not, who follows up with you when the computerschedule tells him to do so, and who gets paid regardless of howyour portfolio does.

2. Attempt to self-invest, go through a very expensive learning curve,learn the IRS trading rules (you can actually get penalized bytrading TOO much and not being classified correctly!), educate

yourself on investing rules, fundamental and technical analysis,stops, limits, pre- and post-market trading, and continuouslydefine new trading programs while also maintaining balance inyour already hectic day.

3. Invest with New Plan Trading Company. You are not just anumbered account with us. We purposely do NOT take on too

many investors because we do not want to lose that personalrelationship with our Team. We only make money if you makemoney! We manage risk-to-reward, and take what the marketgives us. If the market is trending down, we are either flat or short(and NOT staying long, waiting and praying for a rebound)!


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The choice is clear: Invest with New Plan

Trading Company and make a differencein your financial future!

The definition of Insanity Repeating thesame thing, over and over again, hoping

for different results.

Those who fail to plan, plan to fail.


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How to become part of the Team:

Contact:

Jim LawHome Office 813.681.9705

Mobile 941.650.7391


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Disclaimers:

New Plan Trading Company (NPTC) is not a licensed or regulatedfinancial services institution, broker (securities or otherwise),financial planning entity, or tax planning entity. NPTC is a for-profitFlorida Corporation.

Investors money loaned to NPTC will be utilized as trading capital,and all equity trading, as well as all investment, involves risk. NPTC

actively manages all company trading activities, and utilizes stops toensure losses on any individual trade is controlled and managed.

NPTC believes in risk-reward trading. We feel that a 20% risk ismore than adequate for a 100% potential reward. Because of thisrisk to reward strategy, if any investors principal loan amount isreduced by 20% or more at any time during the year, the investor

will be given the opportunity to terminate the loan and receive theremaining principal amount.


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60 min Chart Example


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New Plan Trading Company

Loan Repayment Schedule Examples

Notes:

1. Interest payments are made on annualanniversaries.

2. Minimum interest rate is 6%, even if performance of

S&P 500 was negative for the term!

3. Different example dates are chosen at random forillustration purposes only.


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LOAN START DATE: 1/3/2007

LOAN AMOUNT: 50,000.00$

EOY 1 2 3 4 5 6

EOY DATE 1/2/2008 1/2/2009 1/4/2010 1/3/2011 1/3/2012 1/2/2013

S&P CLOSE ON FIRST DAY OF LOAN CYCLE 1460.60 1447.16 931.80 1132.99 1271.89 1277.06

S&P CLOSE ON EOY DATE 1447.16 931.80 1132.99 1271.89 1277.06 1462.42

GAIN / LOSS FOR S&P -13.44 -515.36 201.19 138.90 5.17 185.36

GAIN / LOSS PERCENTAGE FOR S&P -0.92% -35.61% 21.59% 12.26% 0.41% 14.51%

PLUS PERCENTAGE 6.00% 6.00% 6.00% 6.00% 6.00% 6.00%

TOTAL PERCENTAGE DUE 5.08% -29.61% 27.59% 18.26% 6.41% 20.51%

MINIMUM PERCENTAGE DUE 6.00% 6.00% 6.00% 6.00% 6.00% 6.00%

ACTUAL PERCENTAGE DUE 6.00% 6.00% 27.59% 18.26% 6.41% 20.51%

INTEREST PAYMENT DUE 3,000.00$ 3,000.00$ 13,795.77$ 9,129.80$ 3,203.24$ 10,257.29$

TOTAL OF PAYMENTS MADE TO DATE 3,000.00$ 6,000.00$ 19,795.77$ 28,925.57$ 32,128.81$ 42,386.10$

PERCENTAGE RETURN TO DATE 6.00% 12.00% 39.59% 57.85% 64.26% 84.77%AVERAGE PERCENTAGE RETURN PER YEAR 6.00% 6.00% 13.20% 14.46% 12.85% 14.13%

AVERAGE RETURN FOR S&P -0.92% -18.27% -4.98% -0.67% -0.45% 2.04%

NEW PLAN TRADING CO., INC.

LOAN REPAYMENT SCHEDULE EXAMPLE 1


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LOAN START DATE: 3/23/2009

LOAN AMOUNT: 50,000.00$

EOY 1 2 3 4

EOY DATE 3/23/2010 3/23/2011 3/23/2012 3/25/2013

S&P CLOSE ON FIRST DAY OF LOAN CYCLE 822.92 1174.17 1297.54 1397.11

S&P CLOSE ON EOY DATE 1174.17 1297.54 1397.11 1551.69

GAIN / LOSS FOR S&P 351.25 123.37 99.57 154.58

GAIN / LOSS PERCENTAGE FOR S&P 42.68% 10.51% 7.67% 11.06%

PLUS PERCENTAGE 6.00% 6.00% 6.00% 6.00%

TOTAL PERCENTAGE DUE 48.68% 16.51% 13.67% 17.06%

MINIMUM PERCENTAGE DUE 6.00% 6.00% 6.00% 6.00%

ACTUAL PERCENTAGE DUE 48.68% 16.51% 13.67% 17.06%

INTEREST PAYMENT DUE 24,341.69$ 8,253.50$ 6,836.88$ 8,532.13$

TOTAL OF PAYMENTS MADE TO DATE 24,341.69$ 32,595.18$ 39,432.06$ 47,964.19$

PERCENTAGE RETURN TO DATE 48.68% 65.19% 78.86% 95.93%

AVERAGE PERCENTAGE RETURN PER YEAR 48.68% 32.60% 26.29% 23.98%

AVERAGE RETURN FOR S&P 42.68% 26.60% 20.29% 17.98%




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LOAN START DATE: 8/5/2010LOAN AMOUNT: 50,000.00$

EOY 1 2

EOY DATE 8/5/2011 8/6/2012

S&P CLOSE ON FIRST DAY OF LOAN CYCLE 1125.81 1199.38

S&P CLOSE ON EOY DATE 1199.38 1394.23

GAIN / LOSS FOR S&P 73.57 194.85

GAIN / LOSS PERCENTAGE FOR S&P 6.53% 16.25%

PLUS PERCENTAGE 6.00% 6.00%

TOTAL PERCENTAGE DUE 12.53% 22.25%

MINIMUM PERCENTAGE DUE 6.00% 6.00%

ACTUAL PERCENTAGE DUE 12.53% 22.25%

INTEREST PAYMENT DUE 6,267.43$ 11,122.95$

TOTAL OF PAYMENTS MADE TO DATE 6,267.43$ 17,390.37$

PERCENTAGE RETURN TO DATE 12.53% 34.78%

AVERAGE PERCENTAGE RETURN PER YEAR 12.53% 17.39%

AVERAGE RETURN FOR S&P 6.53% 11.39%




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Example Promissory Note

P i N t


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Promissory NoteThis Promissory Note serves as the terms of agreement between _____________________ (hereinreferenced as Investor) and New Plan Trading Company (NPTC) in all matters regarding the loan

described below. NPTC agrees to pay Investor an annual interest payment as computed as describebelow at the conclusion of the first full trading day following each annual anniversary of this loan.Investor acknowledges and accepts that this loan amount will be used as trading capital for NPTC,further acknowledges and accepts that this loan, like all investments, involves risk, including the lo

of capital. NPTC warrants that, and Investor acknowledges that, NPTC is not a licensed or regulatefinancial services institution, broker (securities or otherwise), financial planning entity, or tax planentity, but rather a for-profit Florida Corporation, and the offering of this loan by Investor, and

acceptance of same by NPTC, does not create a fudiciary relationship of any kind between Investoand NPTC.

o Date : __________________________________

o Amount of loan by Investor : ________________________________________

o Interest rate : Yearly performance of the S&P 500 Index plus 6%, computed by the followi nformula:

(SP5endSP5begin) / SP5begin *100 + 6%, where

SP5begin = value of S&P 500 index at market close on date above (or next applicab

open day, if date listed above is a Stock Market Holiday or weekend) SP5end = value of S&P 500 index at market close one year later (or next applicable

as described above)

Notes:1. Interest rate is computed each yearly anniversary date of loan for the 12 month

period preceding.

2. If yearly performance for the S&P 500 index is negative, interest rate will be 6(minimum interest rate will be 6%).

o Interest Payment : Yearly amount to be paid to Investor, computed as: (Amount of loan *interest rate/100)

After an initial 90 day period, Investor may request any portion of the loan back at any time, andNPTC will initiate a check for the remaining principal loan amount. Any principal loan amount

returned to Investor at Investors request will not be included in the calculation for the annual InterPayment.

This Agreement may be revoked at any time by either party upon 90 days written notice to the otheparty.

Agreed to by:

Sign______________________________________ _______________________________

Print______________________________________ Jim Law, President, New Plan Trading Co

Date______________________________________ _________________________________

new plan trading company - investing in today's stock market

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